Institutional Ownership Schwab Strategic Tr Us Dividen (SCHD)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Dividen (SCHD). We have compiled data on the 2,007 institutions that hold shares in the stock, with a total of 916 Million shares, which have been reported (via 13F filing form) to have a value of $24.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
668,762
shares
|
$18.1 Million
1.77% of portfolio
|
Q1 2025
Reduced 35.84%
|
|
|
Powers Advisory Group, LLC
|
Jul 18, 2025 Q2 2025 |
665,788
shares
|
$18 Million
7.83% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
659,633
shares
|
$17.9 Million
0.13% of portfolio
|
Q3 2023
Reduced 1.57%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
659,553
shares
|
$17.9 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
651,139
shares
|
$17.6 Million
0.51% of portfolio
|
Q1 2025
Reduced 6.49%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
643,093
shares
|
$17.4 Million
0.35% of portfolio
|
Q1 2025
Added 349.93%
|
|
|
Ledyard National Bank
|
Apr 22, 2025 Q1 2025 |
641,941
shares
|
$17.4 Million
1.82% of portfolio
|
Q1 2025
Added 7.0%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jul 09, 2025 Q2 2025 |
638,509
shares
|
$17.3 Million
3.11% of portfolio
|
Q2 2025
Added 6.55%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
632,513
shares
|
$17.1 Million
2.06% of portfolio
|
Q2 2025
Added 6.66%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Jul 15, 2025 Q2 2025 |
628,213
shares
|
$17 Million
12.06% of portfolio
|
Q2 2025
Reduced 18.44%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
625,015
shares
|
$16.9 Million
1.98% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Sims Investment Management, LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
622,799
shares
|
$16.9 Million
7.78% of portfolio
|
Q1 2025
Added 56.93%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jul 11, 2025 Q2 2025 |
618,903
shares
|
$16.8 Million
6.06% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
613,892
shares
|
$16.6 Million
0.49% of portfolio
|
Q4 2024
Added 197.04%
|
|
|
Morton Community Bank
East Peoria, IL |
May 12, 2025 Q1 2025 |
602,151
shares
|
$16.3 Million
4.41% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
599,389
shares
|
$16.2 Million
0.01% of portfolio
|
Q1 2025
Added 24.4%
|
|
|
Weitzel Financial Services, Inc.
|
May 15, 2025 Q1 2025 |
594,173
shares
|
$16.1 Million
7.79% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
592,953
shares
|
$16.1 Million
0.0% of portfolio
|
Q1 2025
Added 35.63%
|
|
|
Integrated Investment Consultants, LLC
|
May 14, 2025 Q1 2025 |
592,085
shares
|
$16 Million
2.24% of portfolio
|
Q1 2025
Added 5.35%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
590,568
shares
|
$16 Million
3.25% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
589,033
shares
|
$16 Million
8.24% of portfolio
|
Q4 2024
Added 198.0%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
586,698
shares
|
$15.9 Million
0.29% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
586,061
shares
|
$15.9 Million
0.01% of portfolio
|
Q2 2025
Added 5.39%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
582,700
shares
|
$15.8 Million
0.66% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Jul 16, 2025 Q2 2025 |
580,869
shares
|
$15.7 Million
6.33% of portfolio
|
Q2 2025
Reduced 3.1%
|